Staff Schedule Rules

Form ID: (FS202001)

You can use this form to enter a new schedule rule for a particular staff member, or to view and modify an existing schedule rule.

Note:

This form opens from the Staff Schedule Rules (FS4010PL) form when you click Add New Record on the form toolbar or click a link in the Staff Schedule Nbr. column.

Form Toolbar

The form toolbar includes standard buttons and form-specific button. For the list of standard buttons, see Form Toolbar and More Menu. The form-specific button is described below.


Button	Description
Generate Staff Schedules	Opens the Generate Staff Schedules (FS500400) form, where you can generate the schedule.
Roll Back Schedule Generation	Cancels the generated staff schedule. This command is available only if the staff schedule has been generated for a staff member. When you click this button, the system cancels the previously generated staff schedule, so that you can update schedule settings, and generate the schedule once again.

Summary Area

In this area, you can define a new schedule and its settings, or select an existing schedule and view its settings.


Element	Description
Staff Schedule Nbr.	The unique identifier assigned to the staff schedule in accordance with the numbering sequence specified in the Staff Schedule Numbering Sequence box on the Service Management Preferences (FS100100) form.
Staff Member	The staff member the schedule rule applies to.
Branch	The unique identifier of the branch where the staff member works.
Branch Location	The unique identifier of the branch location (physical location from which the staff member might depart to attend the appointments).
Description	A description of the schedule rule.
Start Date	The date from which the schedule is generated; this is also the date the staff member can start perform the services (at the times specified in the schedule rule).
End Date	The end date of the range when the schedule is generated; this is also the last date the staff member can perform the services. This box is available only if the Enable Expiration Date check box is selected on this form.
Enable Expiration Date	A check box that (if selected) makes the End Date box available so you can specify the end date of the schedule rule.
Scheduling Settings Section	The type of the schedule rule. One of the following option buttons should be selected: Availability: Indicates (if selected) that the schedule rule defines the times when a staff member is available to perform services. Unavailability: Indicates (if selected) that the schedule rule defines the times when a staff member is not available to perform services (for instance, if he or she is on vacation or sick leave).

Table 1. Scheduling Time SectionIn this section, you define the work time of the staff member.
Element	Description
Start Time	The exact time when the staff member can start performing the services.
End Time	The exact time when the staff member should stop performing the services.

Recurrence Tab

On this tab, you can define the recurrence settings of the schedule rule.

Table 2. Frequency Settings Section
Element	Description
Frequency Settings	The frequency at which the schedule should occur. Select one of the following option buttons: Daily: The schedule type recurs daily or every x days. Weekly: The schedule type recurs weekly or every x weeks. Monthly: The schedule type recurs monthly or every x months. Yearly: The schedule type recurs yearly or every x years. Select the frequency type, and enter the settings specific to the type in the corresponding section on this tab (described below).

Table 3. Daily SectionThis section is available if the frequency setting is set to Daily. In this section, you define the recurrence settings of a daily schedule.
Element	Description
Every x Days	An integer that specifies the time interval in days when the schedule recurs. For example, 1 means every day and 2 means every other day, starting on the Start Date.

Table 4. Weekly SectionThis section is available if the frequency setting is set to Weekly. In this section, you define the recurrence settings of a weekly schedule.
Element	Description
Every x Weeks	An integer that specifies the time interval in weeks when the schedule recurs. For this frequency type, enter an integer and use the following check boxes to select the day of the week when the schedule recurs: Sunday, Monday, Tuesday, Wednesday, Thursday, Friday, and Saturday.

Table 5. Monthly SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the first recurrence settings of the monthly schedule.
Element	Description
Every x Months	An integer that specifies the time interval in months when the schedule recurs. For this frequency type, you should enter an integer and select one of the option buttons below this box.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular weekday of the month specified in the related box.

Table 6. Second Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the second recurrence settings of the monthly schedule.
Element	Description
Monthly 2 Selected	A check box that indicates (if selected) that the second settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 7. Third Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the third recurrence settings of the monthly schedule.
Element	Description
Monthly 3 Selected	A check box that indicates (if selected) that the third settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 8. Fourth Recurrence Monthly Settings SectionThis section is available if the frequency setting is set to Monthly. In this section, you define the fourth recurrence settings of the monthly schedule.
Element	Description
Monthly 4 Selected	A check box that indicates (if selected) that the fourth settings are applied to the monthly schedule.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.

Table 9. Yearly Section This section is available if the frequency setting is set to Annual. In this section, you define the recurrence settings of a yearly schedule.
Element	Description
Every x Years	An integer that specifies the time interval in years when the schedule recurs. For this frequency type, you enter an integer and use the check boxes to select the month or months when the schedule recurs: January, February, March, April, May, June, July, August, September, October, November, and December.
Schedule On	The day when the schedule recurs. Select one of the following option buttons: Fixed Day of Month: Indicates (if selected) that the schedule recurs monthly on the day of the month specified in the related box. Fixed Day of Week: Indicates (if selected) that the schedule recurs monthly on the particular day of the week (in the month) specified in the related box.